Loop Capital @loopCapital1
Concentrated L/S positions. Opinions are my own. ⚠️ This is NOT financial advice. Los Angeles, CA Joined July 2019-
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I think this price chart has the answer of who will cave first $DIS VS $CHTR
"They can access your credit card records... bank records... this is extremely concerning in our opinion," says @ResearchGrizzly CEO @SGEggert on its investigation into $PDD's Temu.
If you invested in China 15 years ago, you’d be down 30%, while the Chinese economy is up 500% in the same time. That’s what investing in a communist country looks like! That’s why $BABA will never go back to 20x p/e.
$CUTR announces new CEO Taylor Harris. Sold his 3 previous companies for multi-billions. A guy like Taylor would only come in as CEO because he knows the AviClear opportunity is of billions. Stock should be over $20 Today, if its not you can still buy this for incredibly cheap.
$FIS — selling Worldpay (overhang). Now RemainCo PF is 8.5x 2024 ebitda (vs 11.8x Fiserv and vs 12x FIS avg 2013-2018) while net leverage is now 1.8x (vs >3x before and vs 2.8x Fiserv). 𝐀 𝐫𝐞-𝐫𝐚𝐭𝐞 𝐢𝐬 𝐢𝐦𝐦𝐢𝐧𝐞𝐧𝐭! Welcome pushbacks.
BJJ + Investing alert (cc @SuperMugatu)
$SNAP This is probably the beginning of the end. No AI capabilities and its entire user-base (teens) are also on TikTok. 1) Snapchat is a messaging app. They try to insert scrolling videos (like Reels) but its user-base prefer TikTok for that. 2) what AI investments? $120m…
PCE inflation just won’t go down. ( $FED $SPY)
Meanwhile, his tweet already have 30x the Fox audience views. 🤣
Meanwhile, his tweet already have 30x the Fox audience views. 🤣 https://t.co/2P7uej5tp7
There is still 10k new seniors every day needing Medicare. Great entry price here for $EHTH
Today is $MRNA Investor's Day. I wonder, what kind of new "cures" (or I should say, "lies") will they promise? 🤔 Maybe they will come up with a vaccine that gives you common sense? Wouldn't that be something.
This is not good! Last 2 weeks of March: - commercial banking drop the most since 1973 - of the $105bn drop, large banks dropped $23bn while smaller banks dropped $73bn. - smaller banks are the biggest lenders for CRE - although big banks lend most for companies, small banks…
There is a reason why $DIS is on a constant cycle of hirings and firings and reorgs. It is because their business is terminally impaired and they are trying to rearrange the deck chairs - better to appear to be doing something - right? The terminal injuries are: 1. Linear TV is…
Multi-family will be in trouble very soon. Right now there are no transactions because buyers/sellers miss-match on price, but soon there will be a lot of forced sellers into the market, but buyer’s liquidity will be tough. Prices could drop a lot next! wsj.com/articles/apart…
$OPRT is the #1 best lender for the hispanic borrower (>62m hispanics living in the US). The company is just badly run. It’s a 🐷 with a lot of fat to cut! @hellodigit it’s embarrassing that this mgmt hasn’t shown operating leverage since IPO, because I know customers love it!
$LULU inventories up +57% YoY in Q4. Yet @jimcramer says this morning on CNBC: "inventories are clean. you don't have an inventory issue" What? 😂
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